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Shepherd Wealth & Retirement

Also known as shepherd wealth and retirement

Wealth ManagerTucson, United StatesFounded 2019

Tucson

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About Shepherd Wealth & Retirement

Shepherd Wealth & Retirement is a wealth manager based in Tucson, US. Founded in 2019.

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Public filings matched to Shepherd Wealth & Retirement across SEC, IRS, DOL and international registers — newest first.

FORM ADV

SHEPHERD WEALTH MANAGEMENT

Feb 18, 2026

$162.1M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Shepherd Wealth & Retirement?

Shepherd Wealth & Retirement is a wealth manager based in Tucson, United States.

Where is Shepherd Wealth & Retirement headquartered?

Shepherd Wealth & Retirement is headquartered in Tucson, United States.

When was Shepherd Wealth & Retirement founded?

Shepherd Wealth & Retirement was founded in 2019.

How can I contact Shepherd Wealth & Retirement?

Verified contact details, key decision-makers, and investment preferences for Shepherd Wealth & Retirement are available on LPbacked. Create a free account to access them.